Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,107
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$47.6M
3
+$44.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$42.9M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$34.4M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.62%
2 Healthcare 5.06%
3 Financials 4.55%
4 Consumer Staples 4.2%
5 Technology 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$190K 0.01%
+15,859
977
$190K 0.01%
+13,874
978
$188K 0.01%
+18,499
979
$184K 0.01%
+10,004
980
$184K 0.01%
+11,354
981
$184K 0.01%
+13,077
982
$184K 0.01%
+12,411
983
$182K 0.01%
+519,160
984
$182K 0.01%
+38,153
985
$179K 0.01%
+18,852
986
$179K 0.01%
+5,519
987
$179K 0.01%
+15,169
988
$177K 0.01%
+6,204
989
$177K 0.01%
+33,038
990
$177K 0.01%
+14,004
991
$176K 0.01%
+13,910
992
$175K 0.01%
+2,181
993
$174K 0.01%
+12,074
994
$173K 0.01%
+12,781
995
$169K 0.01%
+17,349
996
$168K 0.01%
+10,875
997
$165K 0.01%
+25,195
998
$163K 0.01%
+13,195
999
$162K 0.01%
+14,694
1000
$161K 0.01%
+2,581
38 39
40
41 42